Albert J. Angelus
Professional summary
Albert J. Angelus, CIMA®, who also goes by Albert Joseph Angelus III, Bud Angelus, is a registered financial professional currently at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. located in New York, New York.
Albert is registered as a RR (Registered Representative) and started their career in finance in 1995. Albert has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Albert J. Angelus's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 17, 2023 - Present
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
Office #1: 277 Park Ave, New York, NY 10172September 27, 2011 - August 22, 2023
PUTNAM INVESTMENT MANAGEMENT, LLC
July 29, 2011 - August 22, 2023
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
June 21, 2006 - July 25, 2011
ALLIANCEBERNSTEIN INVESTMENTS, INC.
June 14, 2006 - July 25, 2011
ALLIANCEBERNSTEIN L.P.
May 25, 2000 - May 25, 2006
NUVEEN FUND ADVISORS, LLC
December 20, 1995 - May 24, 2006
NUVEEN SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/17/2023)
(8/17/2023)
Exams
FINRA
Current Firm
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD#: 102920 / SEC#: 801-64031, 8-52182
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| DONOHUE, JOHN THOMAS | DIRECTOR | 2372302 |
| HOFFMANN, JAMES ARTHUR | CHIEF ADMINISTRATIVE OFFICER | 1949574 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | PRESIDENT AND DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
| STRIFE, LOREN T | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER | 5393453 |
Red Flags
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Company Information
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD#: 102920New York, NY 10172TRUST BUT VERIFY
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